See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,160 | $198,466-55.1% | $170,442-47.7% | $147,584-39.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.87% | 257.29%-244.4pp | 205.93%-193.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $7,285 | $6,184+17.8% | $5,433+34.1% | $4,876+49.4% |
| Participant deferral / active EE | $4,359 | $5,629-22.6% | $4,939-11.8% | $5,439-19.9% |
| Admin fee / account holder | $62,755 | $16,852+272.4% | $13,880+352.1% | $10,885+476.5% |